How to Diffuse Your Retirement Tax Bomb | Ed Slott, CPA | Ep. 04

Описание: In this episode of Redefine Retirement, Ryan Wheless welcomes Ed Slott, America’s IRA expert and best-selling author, for a masterclass on how taxes can quietly erode your retirement savings and what you can do about it
From the widow’s penalty to inherited IRA traps and Roth conversion timing, this conversation is packed with clear, actionable advice to help you defuse the retirement tax time bomb. Ed also reveals the most common mistakes people make with their IRAs and why working with a tax-smart advisor can make all the difference.

00:00 The Foundation of Tax Control
02:43 Ed Slott's Journey to IRA Expertise
05:54 The Importance of Tax Planning in Retirement
08:56 Understanding Roth IRA Conversions
11:55 The Role of Taxes in Retirement Income
14:51 Tax Diversification Strategies
17:57 Social Security and Tax Implications
20:48 The Widow's Tax and Its Consequences
23:59 Life Insurance as a Tax Strategy
26:56 The Future of Tax Rates and Retirement Planning
29:47 Final Thoughts on Tax Planning

🚨SPECIAL OFFER:
We’re giving away a FREE copy of Ed Slott’s latest book, The Retirement Savings Time Bomb Ticks Louder, to the first 25 people who contact us at https://alliedwealth.com/contact/!

Learn more about Ed Slott and his resources at: https://www.irahelp.com

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